SCHWAB STRATEGIC TR's ticker is SCHF and the CUSIP is 808524805. A total of 985 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,462,190 | -6.6% | 278,627 | -1.9% | 2.80% | -0.9% |
| Q2 2023 | $10,127,422 | +1.8% | 284,079 | -0.6% | 2.82% | -0.2% |
| Q1 2023 | $9,945,741 | +0.1% | 285,797 | -7.3% | 2.83% | +4.5% |
| Q4 2022 | $9,935,767 | +46.3% | 308,468 | +27.8% | 2.71% | +54.2% |
| Q3 2022 | $6,792,000 | +23.4% | 241,440 | +37.9% | 1.76% | +27.6% |
| Q2 2022 | $5,505,000 | +98.8% | 175,033 | +132.1% | 1.38% | +128.6% |
| Q1 2022 | $2,769,000 | -3.9% | 75,429 | +1.8% | 0.60% | -2.0% |
| Q4 2021 | $2,881,000 | +3.1% | 74,121 | +2.6% | 0.61% | -3.2% |
| Q3 2021 | $2,795,000 | -1.9% | 72,222 | -0.0% | 0.63% | -2.8% |
| Q2 2021 | $2,850,000 | +0.3% | 72,255 | -4.3% | 0.65% | -5.0% |
| Q1 2021 | $2,841,000 | +4.4% | 75,524 | 0.0% | 0.69% | -1.4% |
| Q4 2020 | $2,720,000 | +8.9% | 75,524 | -5.1% | 0.70% | -3.6% |
| Q3 2020 | $2,498,000 | +3.1% | 79,569 | -2.3% | 0.72% | -1.1% |
| Q2 2020 | $2,422,000 | – | 81,411 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FINANCIAL CONSULATE, INC | 1,261,994 | $42,857,312 | 18.92% |
| Leverty Financial Group, LLC | 763,759 | $25,940,193 | 18.83% |
| Matrix Trust Co | 1,973,036 | $67,004 | 17.49% |
| ACT WEALTH MANAGEMENT, LLC | 743,643 | $25,254,102 | 16.95% |
| WEALTH MANAGEMENT RESOURCES, INC. | 89,052 | $30,124,236 | 14.56% |
| Evergreen Advisors, LLC | 1,118,458 | $37,982,826 | 13.70% |
| Koesten, Hirschmann & Crabtree, INC. | 504,969 | $17,148,753 | 13.44% |
| Paradigm, Strategies in Wealth Management, LLC | 577,474 | $19,611,004 | 12.50% |
| Riverpoint Wealth Management Holdings, LLC | 1,046,418 | $35,536,345 | 11.72% |
| Benchmark Financial Wealth Advisors, LLC | 728,327 | $24,733,975 | 11.62% |